Hannah Marie Kaufman
Investment adviser representative at Betterment
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$69.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- BettermentAug 2023 to now
- Rs Crum Inc.Feb 2019 to Aug 2023
- University of California At IrvineSep 2018 to Jan 2019
- Walkner CondonJun 2018 to Sep 2018
- Hampton Inn Madison WestJan 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Betterment
Legal name: Betterment LLC
$69.5BAssets managed
1,022,488Clients
28Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7455219
- Firm CRD
- 149117